+86.2%
BINV vs VOO
+86.7%
-0.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.1% |
| 7D | -2.8% | -0.8% | -2.0% | -2.3% |
| 30D | -2.6% | -1.1% | -1.6% | -2.0% |
| 3M | +4.4% | +3.9% | +0.6% | +1.8% |
| 6M | +6.7% | +13.6% | -6.9% | -2.1% |
| YTD | +11.3% | +12.7% | -1.4% | +2.6% |
| 1Y | +18.1% | +17.6% | +0.5% | +5.8% |
| All | +86.2% | +86.7% | -0.5% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling